Ability to query Status Date Change | Ideas for Blackbaud CRM and BBIS

Ability to query Status Date Change for Recurring Gifts

In order to create correspondence to Constituents based off a change to their Recurring Gift, it would be good to be able to query the REVENUESCHEDULE table - in particular the change date, in a revenue query.

Guest
Jun 29 2015
Reviewed: Voting Open

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Guest commented

March 10, 2023 16:23

Just adding a comment to show that this is very much still a relevant need.

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David Wanless commented

February 16, 2017 06:43

This node should also include the 'Details' field as displayed on the Activity tab of the recurring gift, so that we can query on what changed the status.

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Tony Graddon commented

January 25, 2017 05:52

This node should include all the standard System fields. Without Date Added and Date Changed this node is difficult or impossible to use. Surely this was just an oversight by the development team?

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David Wanless commented

January 25, 2017 05:41

Without the date, this new node is essentially useless. Please provide a date. That way we will be able to use it in query and export definitions to get the latest status change (and reason for it).

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Guest commented

June 13, 2016 18:52

The 'Recurring Gift Amendments' node in the Revenue query doesn't include the date the recurring gift status was changed. The date is important esp as the RG Amendment returns multiple rows from the entire history of the gift.

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